How to Prepare a Board Presentation

A board presentation is among the most important things a leadership team can do. It’s an opportunity for the management team to discuss their goals as well as its priorities and performance with the board so it can assess how it’s performing and whether it’s on the right track. It also provides the board with a snapshot of how the company stands in its industry and compares itself to competitors.

A well-crafted board presentation is a mixture of high-level information (such as income, balance or cash flow statements) as well as more visual representations. This includes charts that give context to the numbers by connecting them to specific time periods or goals of the company and the performance of competitors, as in the form of examples of assets that illustrate specific strategies (such as a photo of a brand new web page or social media ad).

A great board presentation includes using language that board members are familiar with and can use. It is better to use metaphors that are easy for the board to comprehend and connect to, for example, driving a business forward or growing it, than using technical terms that can be confusing or overwhelming. It is also essential to avoid jargon and include an extensive glossary.

Finally, the board will want to understand how your strategy will affect the bottom line and what’s required to achieve it. It is helpful to speak to the person who invited your presentation before the meeting or to at least have a brief phone conversation to gain a sense of the purpose.

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